29 Financial Planner Planning Jobs in City of Cape Town
-
FINANCIAL PLANNING ASSOCIATE - CAPE TOWN The Recruiters - CapeTown Full understanding of Investment Products, including but not limited to: Prepare reviews for clients as per the required frequency indicated on the CRM. Highlight the income sustainability and notify members... Cost to company of R20 000 to R35 000pm including risk cover of 3 x annual salary for life and disability 24 days ago
-
Regional Manager, Financial Consulting, Private & Business Banking Cape Town, Western Cape, South Africa 5 - 7 years Experience in all the product categories in terms of FAIS for SBFC. 5 - 7 Experience inmanaging a team of financial planners B.Comm Degree Finance/ Legal Degree Job Overview Today
-
Paraplanner CA Financial Appointments - Cape Town Wealth Management, or equivalent qualification / degree, short courses or diplomas (minimum 120 credits) Preparation of financial plans and needs analysis according to internal processes Minimum 5 years'... More than 30 days ago
-
Financial Planning Partner Assistant (Half Day) Headhunters - Cape Town Professional presence: as a representative of the organization, a professional image and professional conduct are always expected and required. Monitoring the submission of intermediary appointment notes... 29 days ago
- Forum: Start a Discussion Join
-
Salaried Wealth Manager The Recruitment Council - CapeTown Provide guidance on investment strategies, retirement planning, risk management, and estate planning. Contribute to marketing efforts to attract new clients and expand the practice's reach in the local... More than 30 days ago
-
Paraplanner Headhunters - Cape Town Good knowledge of the Financial Planning Industry, financial and insurance products, and financial planning concepts, as well as investments, tax and general financial analysis. Knowledge and experience... More than 30 days ago
-
Financial Advisor Cape Town, Western Cape, South Africa Origin Financial is seeking experienced financialadvisors located in Western Cape (specifically Cape Town and the GardenRoute district). We offer flexibility and follow a hybrid workplace model.Our advisors... 5 days ago
-
Financial Advisor- Wynberg Cape Town, Western Cape, South Africa Financial Advisory and Intermediary Services Act (FAIS) "Fit and Proper" requirements and Regulatory Examination successfully completed if registered with Financial Sector Conduct Authority (FSCA) for... 6 days ago
-
Financial Planning Partner Assistant (Half Day) Cape Town City Centre, Cape Town Region, ZA Submission of intermediary appointment notes to relevant PPs. Monitoring the submission of intermediary appointment notes to ensure clients successfully transfer to the license group and that ongoing fees... Monthly 28 days ago
-
Financial Advisors- Cape Town Cape Town, Western Cape, South Africa Financial Advisory and Intermediary Services Act (FAIS) "Fit and Proper" requirements and Regulatory Examination successfully completed if registered with Financial Sector Conduct Authority (FSCA) for... 6 days ago
Top locations